Stanton Park Capital

What Stanton Park Capital does

Stanton Park Capital is a privately held investment banking advisory firm headquartered in Boston, MA, with a regional office in Menlo Park, CA. Founded by Jonathan Taylor, the firm delivers a three-service suite to entrepreneur-led and middle market businesses with $5M to $100M+ in revenue: M&A Advisory (sell-side transaction execution), Capital Advisory (debt and equity capital raising, refinancing, recapitalization), and Valuations & Opinions (fairness opinions, 409A compliance, litigation support, estate planning). The firm also operates a recurring educational product, the 'Maximize Your Multiple Masterclass' live webinar, and positions founder Jonathan Taylor's published book as a thought-leadership asset. There is no proprietary software or technology platform; services are delivered through senior banker-led engagements following a structured five-step process (Collect Data, Craft Story, Go to Market, Decide, Close the Deal).

The firm operates on a pay-for-performance model with fees contingent on successful closing of M&A transactions, supplemented by project-based and retainer-based fees for capital and valuation engagements. Securities-related activities are conducted through a regulatory partnership with Stonehaven, LLC, a FINRA/SIPC-registered broker-dealer. The go-to-market blends high-touch, senior banker-led field sales targeting strategic and financial buyers with an event-driven inbound channel via the free masterclass, which is structured as both an educational asset and a performance-guaranteed lead generation tool. The team is small (1-10 employees) and includes a Managing Director (Doron Simon), a Senior Associate (Leslie Harrison, CFA), an Advisor (Nick Skene), and two Investment Banking Analysts, in addition to the founder.

Customer evidence reflects a diversified, project-based client base of SMB and mid-market businesses across industries including home care, industrial coatings, metal finishing, senior living, security/controls, and transportation/logistics. Founded-entity scale claims (1,000+ businesses advised, $10B+ in aggregate transaction value, 20+ years of team experience) are stated at the professional level rather than solely tied to the Stanton Park entity and should be read in that context. The firm discloses no external funding, no parent company, no public ticker, and no revenue figures. Operating geographies are restricted to the United States.

Name

Stanton Park Capital

Legal name

Stanton Park Capital, LLC

Website

https://stantonparkllc.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Stanton Park Capital is a privately held, Boston-based investment banking advisory firm offering M&A advisory, capital raising, and valuation services to middle market entrepreneur-led businesses on a pay-for-performance basis, with a secondary Menlo Park office.

Ownership category

akta.pro rank

Product category

Investment Banking Advisory

NAICS

Miscellaneous Intermediation (52391), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• M&A advisory services
• Investment banking
• Capital raising
• Business valuation
• Middle market advisory

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. M&A Advisory Fees: Success-based fees tied to transaction completion. The firm operates on a pay-for-performance basis, earning fees upon successful closing of M&A transactions. This aligns firm incentives with client outcomes.
2. Capital Advisory Services: Fees for helping businesses access capital for refinancing, recapitalization, or growth financing. May be structured as success fees, retainers, or hourly arrangements.
3. Valuation & Opinions Services: Financial and valuation advisory services including fairness opinions, litigation support, estate planning valuations, and 409A compliance. Typically billed as project-based professional services engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Stanton Park Capital is a private investment banking advisory firm that provides sell-side M&A advisory, capital raising, and valuation services to entrepreneur-led and family-owned middle market businesses with $5 million to $100-plus million in revenue. The firm guides business owners through a structured five-step process from data collection through deal closing, leveraging deep relationships with strategic and financial buyers to create competitive auction environments that maximize sale proceeds on a pay-for-performance basis.

Product overview

Stanton Park Capital is an investment banking advisory firm that offers a unified suite of financial advisory services rather than a software platform. The core offerings consist of three integrated service lines: M&A Advisory (sell-side transaction services), Capital Advisory (capital raising), and Valuations & Opinions (valuation services). These services are complemented by an educational product, the M&A Master Class, which teaches the firm's proprietary 'Maximize Your Multiple Blueprint' methodology for business exits. The services work together to guide business owners through the complete lifecycle from valuation and preparation through transaction execution and closing.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory Sell-side M&A advisory services helping middle market business owners sell their companies for maximum value, including positioning, marketing, and negotiating transactions with strategic and financial buyers.
• Capital Advisory Capital raising services helping businesses access cost-efficient debt and/or equity capital for refinancing, recapitalization, or funding growth objectives.
• Valuations & Opinions Financial and valuation advisory services for situations including fairness opinions, litigation support, estate planning valuations, 409A compliance, purchase price allocations, and intangible asset appraisals.
• M&A Master Class Live masterclass program teaching business owners how to position, market, and sell their businesses to generate qualified buyers, featuring the 'Maximize Your Multiple Blueprint' methodology.

Quantifiable outcome

• Over $10 billion in aggregate capital advised across 1,000+ businesses in 20 years
• +3 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Moss Adams CapitalminorOthersJonathan Taylor served as Vice President at Moss Adams Capital prior to founding Stanton Park Capital. This is a former employer relationship, not an active partnership.
• Capstone PartnersminorOthersJonathan Taylor served as Vice President at Capstone Partners prior to joining Moss Adams Capital. This is a former employer relationship, not an active partnership.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sun Mergers & Acquisitions: Boutique middle-market M&A advisor serving small and mid-sized business owners across the US. Comparable in deal size focus, client profile (entrepreneur-led businesses), and pay-for-success style engagement model.
• Livingstone Partners: Mid-market M&A advisory firm with strong presence in business services, consumer, and industrial sectors. Comparable in deal size, sector coverage, and sell-side process orientation, competing for many of the same lower middle-market mandates.
• Peakstone Group: Middle-market investment bank advising on M&A, capital markets, and special situations transactions. Direct competitor in the $50M-$500M enterprise value segment with a similar sell-side advisory focus.
• Capstone Partners: Mid-market investment banking firm offering M&A advisory, capital raising, and valuation services. Direct competitor to Stanton Park and a former employer of founder Jon Taylor, operating in the same lower middle-market segment.
• Transworld Business Advisors: Large US business brokerage and M&A advisory franchise with heavy focus on main-street and lower middle-market business sales. Comparable customer base and education-led marketing approach, though typically at the smaller end of the value range.
• Generational Group: Large US middle-market M&A advisory firm focused on privately held businesses, with a similar lower middle-market deal size range and sell-side advisory model. Closely comparable in target customer (entrepreneur/family-owned) and process orientation.
• Corporate Finance Associates (Worldwide): Globally networked middle-market M&A advisory firm specializing in sell-side engagements for privately held businesses. Highly comparable in service mix, deal size, and target client (owner/family-led businesses considering exits).
• Moss Adams Capital: Middle-market M&A advisory arm of the Moss Adams accounting firm, providing sell-side advisory, capital raising, and valuation services. Also a former employer of Stanton Park's founder and a direct comparable in deal size and client profile.

Broad incumbents

• Lincoln International: Global mid-market investment bank specializing in M&A, capital raises, and valuations. Direct overlap in middle-market advisory and valuations, but operates globally with substantially larger staffing and deal capacity.
• Houlihan Lokey: Large global investment bank with a dedicated middle-market M&A practice. Overlaps with Stanton Park in deal size and buyer access but competes as a much larger, multi-product incumbent with a more diversified fee pool.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stanton Park Capital